Rootworks easily and safely connects to yours and your customers’ QuickBooks Online accounts.
No data scientist or configuration required. Our smart software crunches the numbers and delivers automated insights into the businesses and clients for you.
Results are auto-sent by email, synced to Google Sheets, and archived for you.
Use our lists to manage your clients better and price your advisory services for the value driven by the results we calculate.
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Rootworks members can now use an early access version of Insights, which delivers customer segmentation and pricing data as well as reports for your firm and clients. Connection to QuickBooks Online is required for firms and/or clients.